Asset Manager · CIK 0001426092
Longview Partners
Guernsey
Longview Partners runs Guernsey, an asset manager overseeing $9.58B in disclosed equity holdings (SEC CIK 0001426092). The latest portfolio (2025Q4) discloses 23 positions across 6 sectors, with the largest positions in GOOGL, IQV and MCO. On a mark-to-market basis the tracked portfolio has returned 9.4% over the past year. OpenStocks tracks 40 consecutive quarterly snapshots for this manager — every position change, new entry, and exit is logged below.
Portfolio
$9.58B
Positions
23
Quarter
2025Q4
Filings tracked
40
Capital flow per quarter
BuysSellsNet
Latest · 2025Q4
-$90M
Lifetime buys
$10.06B
Lifetime sells
$18.55B
Quarter activity
What changed in 2024Q4 — net new, added, trimmed, exited.
New positions0 names
—
Added to0 names
—
Trimmed24 names
- FISVFISERV INC−416,910$85.6M
- ORCLORACLE CORP−403,391$67.2M
- BKNGBOOKING HOLDINGS INC−11,114$55.2M
- TJXTJX COS INC NEW−302,678$36.6M
- AXPAMERICAN EXPRESS CO−110,795$32.9M
- MCOMOODYS CORP−60,963$28.9M
- GOOGLALPHABET INC−149,036$28.2M
- VVISA INC−87,508$27.7M
- FISFIDELITY NATL INFORMATION SV−327,802$26.5M
- MSFTMICROSOFT CORP−62,581$26.4M
- SPGIS&P GLOBAL INC−50,367$25.1M
- G5960LMEDTRONIC PLC−295,844$23.6M
- + 12 more…
Exited0 names
—
Recent transactions
Last 20 moves
TRIM
ADOBE SYSTEMS INCORPORATED
−13,640
~$349.99 · 2025Q4
2026-02-17
TRIM
BECTON DICKINSON & CO
−110,882
~$194.07 · 2025Q4
2026-02-17
TRIM
FIDELITY NATL INFORMATION SV
−333,050
~$66.46 · 2025Q4
2026-02-17
TRIM
MARSH & MCLENNAN COS INC
−71,800
~$185.52 · 2025Q4
2026-02-17
TRIM
THERMO FISHER SCIENTIFIC INC
−53,290
~$579.45 · 2025Q4
2026-02-17